SendGrid Email Delivery Service and Integration Setup

truvi commerce is integrated with SendGrid , is an email marketing tool which sends transactional emails and displays delivery statistics and analytics on the customer record within truvi.

Set up a SendGrid account and follow instructions included below.

Step 1: SendGrid Account Setup

Create a SendGrid Account https://sendgrid.com/
Choose Sign Up in the top right
Select the Free Account option
Select the blue Try for Free button
Enter your Account Information.
Click Create Account

On the next screen enter the additional account details of the required fields.
Please make sure to select Using Our API under the “How do you plan to send email?” question.
Select Get Started
Next, you will be redirected to the SendGrid app page to begin the set up of your API key.
You will receive an email to verify your email account. Please verify your account before proceeding to the API setup below.

Step 2: SendGrid API Key Setup

Once logged into your account on the left side menu click the Settings drop down
Select API Keys
Click the blue Create API Key button in the top right

Enter truvi in the API Key Name field
Select Full Access
Click Create & View

Copy the API key by clicking on the field to automatically save it to your clipboard.
After you click Done, you will not be able to see this key again.

In the truvi platform and on the left side menu click on Marketing
Select SendGrid API Key
Paste in your copied API key to the API Key field
Click Save

Step 3: SendGrid Mail Settings Setup

Once logged into your SendGrid account, on the left side menu click the Settings drop down
Select Mail Settings
Click on the Event Notifications drop down
Click on Edit in the upper right corner.

Enter the URL in the HTTP Post URL field: https://yourwebsite.simplycms.com/sendgrid/mail_events
Where ‘yourwebsite.com’ = your website domain similar to the above. This url needs to be exact in order to test your integration.

Click the All checkbox in the Select Actions area and click on the blue checkmark
Click the Test Your Integration button

Once you've tested the integration, go into the truvi platform and on the left side menu click Marketing
Select SendGrid Mail Stats
You should see a test email in the log. and this confirms truvi and SendGrid are integrated.

Step 4: Set SendGrid as your Default Email Sender in truvi

In truvi, on the left side menu choose Settings
Scroll over Portal Settings
Select the General Settings option
On the General tab scroll down to the Default Email Sender drop down and select SendGrid
Click Save

Guide For Email Marketing by Sendgrid

Updated: 07 Feb 2019 02:09 PM

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